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NBZ Investment Advisors’s Salesforce CRM Stock Holding History

NBZ Investment Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-619
Closed -$207K – 58
2024
Q4 		$207K Buy
+619
New +$207K 0.12% 41